Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA QUALITY FACTO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 19, 2024 Q2 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
822
+ 3.44%
$127K - $142K
24.7K $4.36M
Jul 23, 2024 Q2 2024
Macroview Investment Management LLC

BUY
 -
822
+ 5.41%
$127K - $142K
16K $2.83M
Aug 02, 2024 Q2 2024
Veriti Management LLC

BUY
 -
822
+ 10.75%
$127K - $142K
8.47K $1.49M
Jul 15, 2024 Q2 2024
Sequoia Financial Advisors, LLC

BUY
 -
804
+ 10.75%
$124K - $139K
8.28K $1.46M
Aug 06, 2024 Q2 2024
W Advisors, LLC

Germantown, TN
BUY
 -
793
+ 7.5%
$123K - $137K
11.4K $2M
Aug 09, 2024 Q2 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
790
+ 1.79%
$122K - $137K
44.8K $7.9M
Jul 25, 2024 Q2 2024
Latitude Advisors, LLC

BUY
 -
786
+ 18.56%
$121K - $136K
5.02K $885K
Aug 06, 2024 Q2 2024
Waddell & Associates, LLC

BUY
 -
774
+ 36.08%
$120K - $134K
2.92K $515K
Aug 01, 2024 Q2 2024
Financial Counselors Inc

BUY
 -
759
+ 32.73%
$117K - $131K
3.08K $543K
Jul 26, 2024 Q2 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
744
+ 1.34%
$115K - $129K
56.4K $9.95M
Jul 12, 2024 Q2 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
737
+ 9.76%
$114K - $128K
8.29K $1.46M
Jul 22, 2024 Q2 2024
Crescent Grove Advisors, LLC

BUY
 -
730
+ 3.0%
$113K - $126K
25.1K $4.43M
Aug 13, 2024 Q2 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
730
+ 52.07%
$113K - $126K
2.13K $376K
Aug 09, 2024 Q2 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
703
+ 4.9%
$109K - $122K
15.1K $2.65M
Aug 14, 2024 Q2 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
691
+ 13.13%
$107K - $120K
5.95K $1.05M
Jul 19, 2024 Q2 2024
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
686
+ 0.41%
$106K - $119K
167K $29.5M
Aug 09, 2024 Q2 2024
Citizens Financial Group Inc

BUY
 -
681
+ 47.62%
$105K - $118K
2.11K $372K
Jul 15, 2024 Q2 2024
Pfg Private Wealth Management, LLC

BUY
 -
667
+ 2.43%
$103K - $116K
28.1K $4.96M
Aug 14, 2024 Q2 2024
Wealthfront Advisers LLC

BUY
 -
652
+ 29.68%
$101K - $113K
2.85K $502K
Aug 01, 2024 Q2 2024
Willis Johnson & Associates, Inc.

BUY
 -
645
+ 25.52%
$99.7K - $112K
3.17K $559K
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
645
+ 1.06%
$99.7K - $112K
61.2K $10.8M
Aug 13, 2024 Q2 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
644
+ 16.35%
$99.5K - $112K
4.58K $808K
Jul 24, 2024 Q2 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
634
+ 48.62%
$98K - $110K
1.94K $342K
Aug 07, 2024 Q2 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
633
New
$97.8K - $110K
633 $112K
Aug 07, 2024 Q2 2024
Provident Investment Management, Inc.

Novi, MI
BUY
 -
614
+ 5.83%
$94.9K - $106K
11.1K $1.96M
Aug 02, 2024 Q2 2024
Simon Quick Advisors, LLC

BUY
 -
609
+ 1.8%
$94.1K - $105K
34.4K $6.06M
Aug 14, 2024 Q2 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
597
+ 11.99%
$92.3K - $103K
5.58K $983K
Jul 25, 2024 Q2 2024
Clear Creek Financial Management, LLC

BUY
 -
579
+ 5.05%
$89.5K - $100K
12.1K $2.13M
Aug 14, 2024 Q2 2024
Squarepoint Ops LLC

New York, NY
BUY
 -
576
+ 19.69%
$89K - $99.8K
3.5K $618K
Aug 02, 2024 Q2 2024
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
575
+ 1.97%
$88.9K - $99.6K
29.7K $5.24M
Jul 10, 2024 Q2 2024
Valeo Financial Advisors, LLC

BUY
 -
557
+ 16.03%
$86.1K - $96.5K
4.03K $711K
Jul 18, 2024 Q2 2024
Peddock Capital Advisors, LLC

BUY
 -
556
+ 3.19%
$85.9K - $96.3K
18K $3.17M
Aug 12, 2024 Q2 2024
Mai Capital Management

BUY
 -
553
+ 1.59%
$85.5K - $95.8K
35.2K $6.22M
Jul 25, 2024 Q2 2024
Wade Financial Advisory, Inc

BUY
 -
539
+ 0.46%
$83.3K - $93.3K
118K $20.8M
Aug 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
539
+ 9.66%
$83.3K - $93.3K
6.12K $1.08M
Jul 10, 2024 Q2 2024
Apella Capital, LLC

BUY
 -
536
+ 0.31%
$82.8K - $92.8K
173K $30.5M
Aug 12, 2024 Q2 2024
Forthright Family Wealth Advisory LLC

Houston, TX
BUY
 -
534
+ 0.88%
$82.5K - $92.5K
61.1K $10.8M
Jul 12, 2024 Q2 2024
Mkt Advisors LLC

Escondido, CA
BUY
 -
515
+ 5.43%
$79.6K - $89.2K
9.99K $1.76M
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

BUY
 -
510
+ 2.35%
$78.8K - $88.3K
22.2K $3.92M
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
510
+ 1593.75%
$78.8K - $88.3K
542 $95.6K
Aug 14, 2024 Q2 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
499
+ 13.74%
$77.1K - $86.4K
4.13K $729K
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
497
+ 10.86%
$76.8K - $86.1K
5.07K $895K
Jul 17, 2024 Q2 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
496
+ 22.22%
$76.7K - $85.9K
2.73K $481K
Aug 14, 2024 Q2 2024
Capital Investment Advisory Services, LLC

BUY
 -
477
+ 0.58%
$73.7K - $82.6K
82.3K $14.5M
Aug 13, 2024 Q2 2024
Delta Investment Management, LLC

BUY
 -
473
+ 28.14%
$73.1K - $81.9K
2.15K $380K
Aug 13, 2024 Q2 2024
Stuart Chaussee & Associates, Inc.

BUY
 -
466
+ 456.86%
$72K - $80.7K
568 $100K
Jul 24, 2024 Q2 2024
Diversified, LLC

BUY
 -
465
+ 5.42%
$71.9K - $80.5K
9.04K $1.59M
Aug 02, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
465
+ 0.9%
$71.9K - $80.5K
52K $9.17M
Aug 14, 2024 Q2 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
461
+ 11.75%
$71.3K - $79.8K
4.39K $773K

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